LWA
LWS Wealth Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.7M | Buy |
68,741
+1,870
| +3% | +$101K | 1.39% | 20 |
|
|
2023
Q3 | $3.31M | Sell |
66,871
-2,643
| -4% | -$131K | 1.45% | 22 |
|
|
2023
Q2 | $3.58M | Sell |
69,514
-26
| -0% | -$1.34K | 1.51% | 21 |
|
|
2023
Q1 | $3.48M | Buy |
69,540
+692
| +1% | +$34.6K | 1.43% | 21 |
|
|
2022
Q4 | $3.44M | Sell |
68,848
-2,159
| -3% | -$108K | 1.44% | 20 |
|
|
2022
Q3 | $3.16M | Buy |
71,007
+1,980
| +3% | +$88.1K | 1.21% | 22 |
|
|
2022
Q2 | $3.29M | Sell |
69,027
-3,313
| -5% | -$158K | 1.55% | 20 |
|
|
2022
Q1 | $3.86M | Buy |
72,340
+665
| +0.9% | +$35.5K | 1.65% | 20 |
|
|
2021
Q4 | $3.98M | Buy |
71,675
+741
| +1% | +$41.2K | 1.63% | 21 |
|
|
2021
Q3 | $3.56M | Sell |
70,934
-3,282
| -4% | -$165K | 1.56% | 22 |
|
|
2021
Q2 | $3.74M | Buy |
74,216
+4,091
| +6% | +$206K | 1.66% | 21 |
|
|
2021
Q1 | $3.39M | Sell |
70,125
-4,168
| -6% | -$201K | 1.54% | 22 |
|
|
2020
Q4 | $3.33M | Buy |
74,293
+6,339
| +9% | +$284K | 1.5% | 20 |
|
|
2020
Q3 | $2.7M | Sell |
67,954
-3,427
| -5% | -$136K | 1.33% | 20 |
|
|
2020
Q2 | $2.68M | Buy |
71,381
+4,048
| +6% | +$152K | 1.41% | 20 |
|
|
2020
Q1 | $2.19M | Sell |
67,333
-27,785
| -29% | -$905K | 1.43% | 19 |
|
|
2019
Q4 | $4M | Buy |
+95,118
| New | +$4M | 2.06% | 13 |
|